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Know which overdue Dynamics SL customers your emails can still reach
For finance teams who want to know whether collections emails will land, by asking their AI assistant to check each customer in Mailchimp.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
Collections emails going to customers who never see them
Balances live in Dynamics SL and email status lives in Mailchimp, so reminders go to customers who unsubscribed or bounced months ago. The money owed by customers you cannot reach by email needs a phone call instead.
Without PopdockAI
- Run an aged balance report in Dynamics SL
- Look up each customer email in Mailchimp
- Check status and recent opens one by one
- Keep emailing customers who stopped reading
With PopdockAI
- Customers at or over your balance are read with aging
- Each email is checked for Mailchimp status and recent activity
- The balance is split by engaged, silent and unreachable
- Nothing in Mailchimp is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find Dynamics SL customers whose current balance is at least `{min-balance}` (default 0.01) and report, for each, whether they can still be reached through Mailchimp email and how recently they engaged.
**Step 1: Read balances in Dynamics SL**
Call `dynamics-sl-get-customer-balances` with `current-balance.min` set to `{min-balance}` and `max-records` set to 200. Sort by current-balance descending. Note each customer's aged balances (age-balance-1 to age-balance-5) and average-days-to-pay.
**Step 2: Get each customer's email**
For each customer-id, call `dynamics-sl-get-customers` with `customer-id` set to it and take email-address and phone-number. Customers without an email are reported as not reachable by email.
**Step 3: Check reach in Mailchimp**
For each email, call `mailchimp-get-list-member` with `email` set to it. If none of the rows is subscribed, the customer is not reachable by Mailchimp email; note the status (unsubscribed, cleaned or absent). For subscribed contacts, call `mailchimp-get-campaign-email-activity` with `email-address` set to it and `activity-date.from` set to 90 days ago, and note the date of the last open or click.
**Step 4: Report**
A table sorted by current balance: customer-name, current-balance, oldest non-zero aged bucket, average-days-to-pay, email-address, Mailchimp status, last open or click date, phone-number. Then a short summary: how much of the total balance sits with customers who are subscribed and engaged, subscribed but silent for 90 days, unsubscribed or cleaned, and not in Mailchimp at all. Point out the unsubscribed, cleaned and silent ones as needing a call rather than an email.
**Rules & Guidelines:**
* Tools whose names start with mailchimp- are on the mailchimp server; tools whose names start with dynamics-sl- are on the dynamics-sl server. If either set is missing from your tool list, stop and say which server is not connected.
* This prompt is read-only. Do not call `mailchimp-add-segment-member`, `mailchimp-add-list-member`, `mailchimp-update-list-member` or any other mailchimp write tool. To tag these customers, the user can run the `tag-past-due-customers` prompt.
* Match email addresses case-insensitively after trimming spaces.
* Pass `company` on the dynamics-sl tools only if the user named a company.
**Validation:**
* If `{min-balance}` is empty or not a number, use 0.01.
* If no customer has a balance at or above `{min-balance}`, say so and stop.
* If Step 1 returns exactly 200 rows, say the list was capped and suggest a higher `{min-balance}`.Who it's for
One answer, three teams that use it
Collections specialists
Know who to call instead of email
See which overdue customers are unreachable by email, so your calls go to the balances that reminders will not move.
Which Dynamics SL customers owing over 10,000 are unsubscribed or cleaned in Mailchimp?
Credit managers
See how much is owed by silent customers
Get the balance split by engaged, silent and unreachable customers, with average days to pay alongside.
Split the Dynamics SL balances over 2,500 by whether the customer opened a Mailchimp email in the last 90 days.
Finance controllers
Spot collection risk early
Find large balances held by customers who no longer read your email before they slip further behind.
Show me Dynamics SL customers with balances over 25,000 and their Mailchimp status.
How it works
What PopdockAI does when you ask
You give a minimum balance, and your AI assistant checks every customer above it against Mailchimp. It only reads and reports.
01
Ask
You give a minimum balance.
02
Read
It reads Dynamics SL customers at or over it, with aged balances and days to pay.
03
Check
It looks up each email in Mailchimp for status and recent opens or clicks.
04
Report
You get a table and the balance split by engaged, silent and unreachable.
What PopdockAI provides
The tools behind the answer
Ready made tools for Mailchimp and one secure connection to your AI tool. No code, no exports.
dynamics-sl-get-customer-balances
dynamics-sl-get-customers
mailchimp-get-list-member
mailchimp-get-campaign-email-activity
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Collections effort sent down the right channel
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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